Locations
11 offices serving clients nationwide.Nashville
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Atlanta
3455 Peachtree Road NE, Ste. 1725, Atlanta, GA 30326, USA
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Austin
500 W 2nd St 1900 12, Austin, TX 78701, USA
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Chattanooga
633 Chestnut St, Chattanooga, TN 37450, USA
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Dallas
Hall Street at the Centrum, 3625 Hall Street, Suite 690, Dallas, TX 75219
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Knoxville
334 Ebenezer Rd, Knoxville, TN 37923, USA
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Memphis
1000 Ridgeway Loop Rd #105, Memphis, TN 38120, USA
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Philadelphia
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St. Louis, MO
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Tampa - St. Petersburg
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Richmond
6802 Paragon Place, Suite 410, Richmond, VA 23230
Tennessee
Nashville
40 Burton Hills Blvd
Suite 300, Burton Hills IV
Nashville, TN 37215
P: 615.783.2540
F: 615.783.2559
Chattanooga
633 Chestnut Street
Republic Centre
Suite 1540
Chattanooga, TN 37450
P: 423.664.9747
F: 423.634.0887
Florida
Georgia
Missouri
Pennsylvania
Texas
Dallas
Hall Street at the Centrum
3625 Hall Street, Suite 690
Dallas, TX 75219
P: 214.377.3776
F: 214.377.3774
Virginia
Resources and Insights
How to Help Your Client Select the Best Charitable Giving Structure
Philanthropic giving is a common goal for many individuals. The choice to give is often fueled by the
Case Study: Holistic Support and Specialized Attention for Beneficiaries with Special Needs
Planning for the future of a family member with special needs is a deeply personal and often overwhelming
Case Study: Bridging the Gap Between Now and the Future for Aging Clients
Navigating family transition with aging adults can be difficult. Emotionally charged conversations and tough decisions can often challenge